+17.5%
SWK vs TRMB
+8.5%
+9.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.4% |
| 7D | -0.4% | -2.5% | +2.1% | +0.8% |
| 30D | -5.7% | +1.5% | -7.2% | -6.6% |
| 3M | +24.1% | +6.8% | +17.3% | +19.4% |
| 6M | +24.7% | -14.9% | +39.7% | +34.2% |
| YTD | +33.9% | -24.1% | +58.0% | +52.8% |
| 1Y | +34.7% | -25.4% | +60.1% | +55.0% |
| All | +17.5% | +8.5% | +9.0% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded TRMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling